Account Executive-Private Equity

Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive in the Private Equity sector, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients within a private equity portfolio. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients while maintaining a working relationship with the PE firm. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships.

Responsibilities:

• Leads Lockton team, establishes Client strategy and oversees service delivery across all practices
• Maintains strong relationships with key Client contacts at multiple levels including, "C-Suite" exposure.
• Broad knowledge of Client's business, industry and risks, including financial, operational and strategic goals/planning
• Deep understanding of Clients' entire employee benefit programs
• Uses understanding of Client's business and financial profile to help Clients and the Lockton team build long-term benefits strategy
• Understands analytical tools and leverages them to support informed decisions
• Manages efficient communication with Client
• Responsible for program design, negotiation and implementation of benefit lines of coverage. Aligns with other Lockton resources when support is needed.
• Responsible for best-in-class client deliverables (Renewal Strategy presentations, Renewal proposals, Stewardship Docs, Etc)
• Develop and maintain relationship with the private equity stakeholders
• Regularly review portfolio companies for opportunities for platform level pricing/relationships
• Develops and fosters strong relationships with key insurer partners.

Qualifications:

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• Typically, 10 years or more of Client services experience in a health and welfare/employee benefits environment is required
• Current Life & Health license or ability to obtain immediately required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Demonstrates strong working knowledge and experience within brokerage industry
• Substantial experience in marketing and servicing the insurance employer sponsored benefit plan
• Extensive working knowledge of regulatory requirements of employer sponsored plans
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to travel by automobile and aircraft
• Ability to work outside of normal business hours as needed

*Please submit cover letter with resume and application.

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